See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,755 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,085 | $79,428-1.7% | $106,548-26.7% | $79,386-1.6% |
| Participation rate | 97.2% | 74.1%+23.1pp | 76.1%+21.1pp | 70.7%+26.5pp |
| Annual return | 14.49% | 18.27%-3.8pp | 26.80%-12.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $2,727 | $2,234+22.0% | $2,819-3.3% | $2,427+12.3% |
| Participant deferral / active EE | $4,399 | $3,823+15.1% | $4,3980% | $4,046+8.7% |
| Admin fee / account holder | $228 | $523-56.5% | $7,407-96.9% | $626-63.7% |